See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $12,124 |
HANSON BRIDGETT LLP1 year Filed as: HANSON MCCLAIN ADVISORS Service code 26 8775 FOLSOM BLVD · SACRAMENTO, CA 95826 | Advisory (Participants) | $7,797 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,022 | $57,354-70.3% | $83,848-79.7% | $64,186-73.5% |
| Participation rate | 91.7% | 68.6%+23.1pp | 76.1%+15.5pp | 69.6%+22.1pp |
| Annual return | 1.65% | 11.38%-9.7pp | 850.88%-849.2pp | 7.63%-6.0pp |
| Employer contribution / active EE | $4,608 | $2,545+81.0% | $3,631+26.9% | $2,381+93.5% |
| Participant deferral / active EE | $2,804 | $2,993-6.3% | $4,082-31.3% | $3,470-19.2% |
| Admin fee / account holder | $203 | $4,046-95.0% | $5,478-96.3% | $4,888-95.9% |